Gerber Kawasaki Wealth & Investment Management J P Morgan Diversified Return Transaction History

Gerber Kawasaki Wealth & Investment Management

$2.28 Billion
Q4 2024

A detailed history of Gerber Kawasaki Wealth & Investment Management transactions in J P Morgan Diversified Return stock. As of the latest transaction made, Gerber Kawasaki Wealth & Investment Management holds 177,479 shares of JPSE stock, worth $7.71 Million. This represents 0.36% of its overall portfolio holdings.

Number of Shares

177,479

Previous 177,764 0.16%

Holding current value

$7.71 Million

Previous $8.54 Million 2.45%

% of portfolio

0.36%

Previous 0.39%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 14, 2025	SELL	$46.77 - $51.7 $13,329 - $14,734	-285 Reduced 0.16%	177,479 $8.33 Million
Q3 2024 Nov 13, 2024	BUY	$43.03 - $48.28 $24,182 - $27,133	562 Added 0.32%	177,764 $8.54 Million
Q2 2024 Aug 13, 2024	SELL	$42.08 - $45.34 $133,435 - $143,773	-3,171 Reduced 1.76%	177,202 $7.73 Million
Q1 2024 May 13, 2024	SELL	$41.74 - $45.2 $102,805 - $111,327	-2,463 Reduced 1.35%	180,373 $8.15 Million
Q4 2023 Feb 12, 2024	SELL	$36.92 - $44.74 $1.26 Million - $1.52 Million	-34,056 Reduced 15.7%	182,836 $8.06 Million
Q3 2023 Nov 14, 2023	BUY	$38.77 - $43.1 $259,371 - $288,339	6,690 Added 3.18%	216,892 $8.52 Million
Q2 2023 Aug 10, 2023	SELL	$37.79 - $40.96 $4.16 Million - $4.5 Million	-109,967 Reduced 34.35%	210,202 $8.61 Million
Q1 2023 May 15, 2023	BUY	$37.92 - $43.54 $549,460 - $630,894	14,490 Added 4.74%	320,169 $12.8 Million
Q4 2022 Feb 08, 2023	BUY	$36.1 - $41.8 $11 Million - $12.8 Million	305,679 New	305,679 $11.8 Million

Others Institutions Holding JPSE

# of Institutions

108

Shares Held

9.68M

Call Options Held

Put Options Held

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About J P MORGAN DIVERSIFIED RETURN

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Gerber Kawasaki Wealth & Investment Management J P Morgan Diversified Return Transaction History